The approach
A platform, a method, and teams
EPMind is the combination of a platform and a complete, dedicated organization at your service, of which you only activate what you need.
The three components
What is required, and what you choose
The platform is inseparable from its configuration, which is why the first two components go together. The third depends on each organization’s needs and situation.
- Required
First component
The platform
A platform connected to the systems you already run
Reporting, FP&A, and consolidation in one tool, plugged into your ERPs and your operational sources. Nothing upstream is replaced.
- What it brings
- One set of figures, checked on import and traceable down to the journal entry.
- Required
Second component
The setup
Configuration, carried out by our finance and FP&A experts
Entities, charts of accounts, account mapping, analytical dimensions, financial statements, workflows, and access rights are configured by the EPMind expert teams.
- What it brings
- A platform that speaks the language of your business, with no integration project to carry.
- Optional
Third component
FP&A support
Extra help, taken on if your needs justify it
First-level support, support in producing the reporting, ad hoc help for your teams. Sized to your internal resources, for as long as suits you.
- What it brings
- Time bought over a bounded period, sized to your real needs.
How they fit together
Why the software and its deployment are not separated
The usual model
Most vendors sell a product and hand deployment to a network of integrators. Configuration then becomes a separate project, with its own provider, its own specification, and its own schedule. You have to select it, contract it, scope it — and when something does not work, arbitrate between the vendor pointing at the integrator and the integrator pointing at the vendor.
Ours
The software, the configuration, and the support are all carried by EPMind expert teams, covering every skill required: FP&A expertise, software development, due diligence methodology, and support to finance transformation projects. That vertical integration is what makes it possible to hold the stated timelines, and to have a single party answerable for the result.
The third component
Why FP&A support, for its part, stays optional
FP&A support is optional because the setup makes it so.
Your teams are self-sufficient as soon as configuration ends
FP&A support is justified when you lack the resources to carry the change through. The setup page explains why.
And we do not offer it by default
When it is not useful, we say so. The examples of support are described on their own page, along with the cases where they are not required.
The organization behind the tool
Ten disciplines, several teams, one point of contact
A reporting project does not just call on software: it calls for financial method, engineering, data integration, and follow-through over time.
The finance disciplines
Due diligence methodology
The traceability, the analysis, and the normalization questions an acquisition review demands, applied to day-to-day steering.
Finance
Consolidation and accounting expertise, an understanding of the technical issues and of closing processes.
FP&A
Close control, building the reporting each audience needs, budget planning and orchestration.
The software disciplines
Software engineering
Product core and functional extensions.
Custom development
By exception only, when a need falls outside the functional scope: ordinary connection to your sources requires none.
Connectors
Built case by case, when a source lends itself neither to read access nor to an extract.
The integration disciplines
Configuration
Entities, charts of accounts, analytical dimensions, business rules, and financial statements: all of it is configured without writing code. Our own expert teams do it, working with yours.
Data migration and integration
Recovering history, account mapping, integrity checks on import. The work is less about moving data than about spotting the errors and the adjustments to be made — either directly, or later in a dedicated stream and project.
The relationship disciplines
Project management
Governance, milestones, decisions to be obtained, and coordination with your key users. Everyone knows who does what. Your teams follow the decisions as they are made, and know where to go back to them.
Customer success
Deployment is not the end of the project. Users building skill, configuration evolving when your organization moves, and someone who already knows your scope when you call back.
One point of contact bringing all these skills together, for control over quality, timelines, and cost. How they follow on from each other during a deployment — who steps in, when, and what is expected of your teams — is described on the setup page.
Going further
EPMind in support of your finance transformation projects
A finance transformation is not won inside a tool. But as long as the figures cannot be relied on, nobody knows where to start: deploying EPMind can sometimes act as a catalyst for something wider.
At the outset, a catalyst.
Deploying EPMind brings up what is not working: unexplained variances, entries made twice, rules that differ from one entity to the next. That is what makes the workstreams visible, and quantifiable.
Along the way, support.
Every workstream carried out is reflected in the configuration. The EPMind platform follows the analytical reorganizations, the new closing processes, the data as it grows richer.
Throughout, a point of reference.
The same figures, produced the same way, make it possible to measure what each workstream changed. Without that, a transformation is judged on impressions.
See how EPMind can act as a guiding thread throughout the transformation of your finance function.
In short
The order it happens in
The first two do not come apart: reporting software returns nothing without the configuration that plugs it into your organization. The third is decided separately, and later if you prefer.
- Required
The platform
A platform connected to the systems you already run
- Required
The setup
Configuration, carried out by our finance and FP&A experts
- Optional
FP&A support
Extra help, taken on if your needs justify it
Sizing — the number of entities, the sources to connect, the extent of the support — is discussed at the first conversation. Pricing follows the same split: a subscription, a fixed fee, and an optional component.
And on your own scope?
A conversation about your organization and your deadlines.